Leadership Committee
DAVID C. FULTON, JR., CFA*
Co-Chairman & Chief Executive
Carl J. Tippit, CFA*
Co-Chairman
Trent M. Meyerhoefer*
Chief Financial Officer
Gregory P. Althans, CPA/PFS, CFP®*
Vice Chairman, Head of Wealth Strategy
Bradley D. Knapp, CFA, CAIA*
President
Aneet P. Deshpande, CFA*
Chief Investment Officer, Executive Managing Director
Satricia A. Rice, JD, CFA, CIMA®*
Executive Managing Director and Head of Private Client Group
Michael P. Shebak III*
Executive Managing Director and Head of Enterprise Sales and Marketing
Michael J. Moss, CFP®*
Senior Managing Director, Corporate Development
Andrew Wallerstein*
Chief Executive Officer, Avalon Trust
Kenneth R. Morgan, CFP®, CIMA®, CTFA, AEP®, CEPA*
President & CEO, Clearstead Trust
Wayne Wilbanks, CFA*
Executive Managing Director, Clearstead Advisory Solutions
Private Client Group
Satricia A. Rice, JD, CFA, CIMA®*
Executive Managing Director and Head of Private Client Group
Gregory P. Althans, CPA/PFS, CFP®*
Vice Chairman, Head of Wealth Strategy
Anthony G. Micheli, CPA*
Senior Managing Director
Cara M. Wood, CFA, CAIA
Senior Managing Director
Cindy L. Steeb, JD
Senior Managing Director, Trust Administration Services
David A. McClearn, CFA*
Senior Managing Director
David J. Rubis, CPFA, AIF®*
Senior Managing Director
Gregory Q. Lonczak, CFP®*
Senior Managing Director
James R. Pruce, CFP®, CPA*
Senior Managing Director
John Marino, CFP®, CPA*
Senior Managing Director
Jonathan A. Watts, CPA*
Senior Managing Director, Tax
Maureen Leneghan, CPA, CFP®*
Senior Managing Director, Financial Planning
Michael S. Dearden, ATP®*
Senior Managing Director
Ron Ulle, CFA
Senior Managing Director
SCOTT P. SNOW, CPA, CFP®, CIMA*
Senior Managing Director
Shirley Baldwin, CPA, CFP
Senior Managing Director
Theodore J. Robbins, CPA , CFP®*
Senior Managing Director
Tracy A. Jemison, II, CPA*
Senior Managing Director
Andres Arsuaga, CFA
Managing Director
Andrew Awad
Managing Director
Caitlin A. Monahan
Managing Director
George Millich
Managing Director, Trusts & Estates
Haley J. Schubert, CFA, CFP®*
Managing Director
James T. Thomas, CPA
Managing Director, Tax
Joseph Baranek, CFP®
Managing Director
Lisa M. Chavez, CPA
Managing Director, Tax
Tom Kotick, CPA, CFP®
Managing Director, Trusts & Estates
Bryse D. Cirjak, CFP®
Director
Debra Richards
Director, Tax
Gina G. Gurganus, CFP®
Director
Jeff Cornelius
Director, Client Services
Lindsay Shaffer, CPA, CFP®
Director, Tax
Adam T. Clare, CPA, CFP®
Supervisor, Tax
Brenda Vance
Supervisor, Tax
Judith Riley, CPA
Supervisor, Tax
Kristy Everett, CPA
Supervisor, Tax
Teresa A. LaCorte, CPA
Supervisor, Tax
Doug Wiedemann, CPA, CFP®
Senior Associate
Dylan C. Gardner
Senior Associate
Emily C. Hajec
Senior Associate
Jessica G. Martin, CPA
Senior Associate
Max Zarick, CPA, CFP®
Senior Associate
Rich Ahrens
Senior Associate
Tyler Colton, CPA/PFS, CFP®
Senior Associate
Alex Enasel
Planning Associate
Becca Rak
Planning Associate
Ben Kaplan
Planning Associate
Constance Allen
Planning Associate
Cynthia Miller, CPA
Planning Associate
Daniel C. Francy, CFP®
Planning Associate
Dominic Caserio
Planning Associate
Emma G. Traggiai
Planning Associate
James Paul R. Jackson
Planning Associate
Justin Miller
Planning Associate
Kaila M. Unger
Planning Associate
Kiana Woodgett, EA
Planning Associate
Liz Piper, EA
Planning Associate
Marybeth L. Setele, FPQP®
Planning Associate
Melissa Rene
Planning Associate
Rasheed Kahn
Planning Associate
Nico Cefaratti
Planning Associate
Quinton Farren
Planning Associate
Samantha Sutton
Planning Associate
Thomas J. Spear
Planning Associate
Kaitlyn Hartburg
Family Office Professional
Dresden Moll
Trust Services Coordinator
Angela Bitting
Senior Client Service Associate
Allison E. Schaefer
Senior Client Service Associate
Kimberly A. Herbst
Senior Client Service Associate
Peggy E. Shalala
Senior Client Service Associate
Sheena Paulic
Senior Client Service Associate
Susan A. Svenson
Senior Client Service Associate
Theresa Stuckart
Senior Client Service Associate
Alexandra Bair
Client Service Associate
Chris Markley
Client Service Associate
Dawn Hein
Client Service Associate
Laurie Johns
Client Service Associate
Rachael Brake
Client Service Associate
Rayann Boden
Client Service Associate
Amy Taylor
Administrative Assistant, Tax
Beatrice Cooper
Administrative Assistant, Tax
Crystal Stevens
Administrative Assistant, Tax
Erin Barefoot
Administrative Assistant, Tax
Lori Witzigman
Administrative Assistant, Tax
Institutional Consulting Group
Michael P. Shebak III*
Executive Managing Director and Head of Enterprise Sales and Marketing
Adam J. Blake, AIF®*
Senior Managing Director
Anthony M. Saracusa, CIMA®*
Senior Managing Director
Douglas Krapf*
Senior Managing Director
Grant B. Guyuron, CFA*
Senior Managing Director
James Barsella*
SENIOR MANAGING DIRECTOR
John F. Colla, CFA*
SENIOR MANAGING DIRECTOR
Lawrence M. Carone, CFA, CAIA*
Senior Managing Director
Matthew Shannon, CIMA®*
Senior Managing Director
Brian T. Wunderle, CFA*
MANAGING DIRECTOR
David Wohlabaugh, CFS®
MANAGING DIRECTOR
Matthew J. Kolenich, CPFA, AIF®
Managing Director
Sharon Whitacre, CFP®, CIMA®
Managing Director
Joseph T. Adams, CFA, CAIA
Director
Alexander Shannon
Director, Business Development
Kristen Low, CPFA
Senior Associate
BENJAMIN L. DEHAAN
Associate
Claire Xu
Associate
John P. Lenehan
Associate
Gareth J. Hannigan
Senior Client Service Associate
Kristin Light
Senior Client Service Associate
Samantha Karoly
Senior Client Service Associate
Patti Noel
Senior Performance Analyst
Emily Beiswenger
Client Service Associate
Karen T. Buckley
Institutional Coordinator
Rachel Welch
Institutional Coordinator
Clearstead Advisory Solutions Division
Wayne Wilbanks, CFA
Executive Managing Director
Kyle Elliott, CFP®
Senior Managing Director
Larry Bernert, III, CFA
Senior Managing Director
Mark Warden
Senior Managing Director
Roger Scheffel, Jr., CPA
Senior Managing Director
Steve Bowery, CFA, CFP®
Senior Managing Director
Amie Baty, CFA
Managing Director
Connor Fanney
Managing Director
Dan Powell, CFA, AIF®
Managing Director
John Hartman
Managing Director
Paul Ferwerda, CFA
Managing Director
Scott McCluney, CFP®
Managing Director
Theresa Garber
Managing Director, Operations & Integration
Tom McNally, CMT, CFA
Managing Director, Trading
Wayne House, CFP®, CAIA
Managing Director
Ana Gomes, CPA
Director, Financial Reporting & Analysis
Brianna Shughrou
Director
Caroline Pace, CFP®
Director
Kurt Evertz
Director
Maria Salova
Director, Marketing & Brand
Sarah Larkin
Director, Reporting
Sophia Ivancich, CFP®
Director
Ellen Anderson
Senior Operations Analyst, Team Lead
Danny Pizetoski, CFA
Senior Portfolio Manager / Research
Luke Scanlan, CFA
Portfolio Manager / Research
Robert Mundin
Portfolio Manager / Research
Ryan Hepburn, CFA
Portfolio Manager / Research
Ryan Stallard, CFA
Portfolio Manager / Research
Heather Randazzo
Trader
Khristian Ortiz-Ortega
Trader
Kristen Zigrang
Senior Client Service Associate
Maggie Dean
Senior Client Service Associate
MacKenzie Moorhouse
Senior Client Service Associate
Suzanne O'Donnell
Senior Client Service Associate
Erin Abate
Planning Associate
Riley Fraim
Planning Associate
Bethany Kent
Client Service Associate
Ericken Moore
Client Service Associate
Julia Vicchio
Client Service Associate
Quiana Steele
Client Service Associate
Andrew Avery
Reporting Associate
Kirtan Patel
Reporting Associate
Tim McDaniel
Reporting Associate
Zach Rice
Reporting Associate
Denise Bishop
Accounting Associate
Marcela Hopkins
Accounting Associate
Susan Foster
Executive Assistant
Julie Kuebler
Receptionist
Research & Investment Management
Aneet P. Deshpande, CFA*
Chief Investment Officer, Executive Managing Director
Daniel Meges*
Chief Economist & Head of Public Equity, Senior Managing Director
JAMES D. AWAD
Senior Managing Director
Joseph D. Boushelle, CFA, CAIA*
Senior Managing Director, Alternatives
Thomas M. Seay*
Senior Managing Director, Research
Allen W. Dengler
Head of Portfolio Management, Managing Director
Mike McLelland, CFA, CAIA*
Director, Alternative Investments
Michael G. Kuebler
Analyst, Research
Adam Felten, CFA
Senior Portfolio Manager
John Rodriguez
Senior Portfolio Manager
Patrick Spittler
Senior Portfolio Manager
Abigail C. Kirk
Associate Portfolio Manager
Konstantin Goldberg
Associate Portfolio Manager
Steve Drum
Associate Portfolio Manager
Sydney P. Van Scoy
Associate Portfolio Manager
Jacob Voight
Associate Portfolio Manager
Michael S. Fedeli, CFA
Portfolio and Business Development Associate
Kimberly D. Trnavsky
Alternatives Investment Specialist
Susan E. Witalis
Senior Trader
Reporting & Operations
Bianca L. Bugnar*
Senior Managing Director, Data Integrity
Jessica Ackermann
Director, Institutional Reporting Operations
Sandra J. Wallenhorst
Senior Associate, Reporting
Kyle Shuki
Senior Performance Analyst
Nate Rearick
Senior Performance Analyst
Colin Smith
Performance Analyst
Jacob Stefko
Performance Analyst
Nicholas J. Keron
Performance Analyst
Patrick Boehmer
Performance Analyst
Seth Rambo
Performance Analyst
Dylan Ejhinger
Operations Analyst
Luka Eller
Reporting Associate
Bonny L. Constantino
Database Coordinator
Maureen A. Berthelot
Database Coordinator
Administration
Steven F. Wolken*
Chief Compliance Officer
Lauren K. Hughes, CPA
Controller
Bryan M. Shantery
Senior Managing Director, Head of Systems & Technology
Dennis M. Kasper*
Senior Managing Director, Systems and Cybersecurity
Jane F. Battes, SPHR*
Senior Managing Director, Human Resources
Mitchell R. Herringshaw
Senior Managing Director, Enterprise Operations
Don Hess
Managing Director, Daily Investment Operations
Edward Mielcarek
Managing Director, Information Technology Operations
Mario Mastroianni, CEPA
Managing Director, Enterprise Business Development
Jennifer D. Lucas, COM®
Office Administrator
Heather K. Hughes
HR Generalist | Recruiter
Jackie Nugent
Salesforce CRM, Team Lead
Daniel J. Usay
Director, Project Management Office
Jamie H. Daher
Director, Process Improvement
Monica A. Fletcher, PCM®
Director, Marketing & Brand
Bob Lavin
Senior Associate, Compliance
Kelsey A. Alletto
Senior FP&A Analyst
Erin D. H. Gray
Process Improvement Specialist
Kate Urgo
Process Improvement Specialist
Shereen H. Abuzahriyeh
Associate, Information Technology
Suzanne Morris
Project Manager
Sarah Duran, CPA
Senior Staff Accountant
Kim Kozak
Accountant, Finance
Lauren Simonski
Staff Accountant
Devra G. Woodard
Receptionist
YOUR FUTURE IN FOCUS
At Clearstead, we create integrated, prudent, and custom strategies that bring clarity to you or your organization’s financial future.
Clearstead is an independent financial advisory firm serving wealthy families and leading institutions across the country. As a fiduciary, it provides wealth management services and investment consulting to help clients meet their financial objectives, achieve their aspirations, and build stronger futures.
SERVICES
INSIGHTS
CONTACT US
1100 Superior Avenue East
Suite 700 | Cleveland, Ohio 44114
216-621-1090
FOLLOW US